[Natfinwellness] Disclaimer

Thu Sep 8 13:15:37 EDT 2016

Here is the disclaimer we use that our university counsel approved. Like Claudia we do this on an electronic form where they check a box that says "I agree." This takes place at the beginning of their first session.

I voluntarily consent to receive financial coaching services from the Texas Tech University Red to Black Department. I understand that services will be provided by a student of the Personal Financial Planning Department under the supervision of the Director of Red to Black. Additionally, I understand that the Director of Red to Black may be involved in the supervision process.

I understand that the student providing financial information cannot recommend any investments, insurance, or provide legal advice. If I feel that I need legal advice, I will contact Student Legal Services at 742-3289 or an off-campus attorney. 

I understand that the coaching sessions may be recorded via audio/video tape in order to supervise and evaluate the peer financial coach. I further understand that confidentiality of all recorded sessions will be maintained. Only the peer financial coach and his/her supervisor will have access to the recorded sessions. I understand that the recorded sessions may be reviewed by other peer financial coaches for instruction purposes only.

In the course of Red to Black providing financial coaching services to me, it may be necessary for my Peer Financial Coach to discuss my financial information with his or her supervisor and creditors to whom I owe money. 

By my acceptance of these terms and conditions, I do hereby release, indemnify, and hold harmless Texas Tech University, its Board of Regents, university officers, agents and employees and students of the Personal Financial Planning Department and Red to Black from any and all liability of any type whatsoever arising from any acts or omissions, negligent or otherwise, by said Texas Tech officers, agents, employees, volunteers, or students relating to the Red to Black Department.

Angela Mazzolini, MA, AFC®
Program Director, Red to Black Peer Financial Coaching
Center for Campus Life
Texas Tech University

Student Union Building | Room 201
Box 45014 | Lubbock, Texas 79409-5014
T 806-742-9781 | F 806-742-0138  
www.r2b.ttu.edu

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-----Original Message-----
From: Natfinwellness [mailto:natfinwellness-bounces+angela.mazzolini=ttu.edu at lists.osu.edu] On Behalf Of natfinwellness-request at lists.osu.edu
Sent: Thursday, September 08, 2016 11:02 AM
To: natfinwellness at lists.osu.edu
Subject: Natfinwellness Digest, Vol 23, Issue 5

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Today's Topics:

   1. Re: 'Disclaimer' Information for Coaching	Appointments
      (Claudia Villicana)

----------------------------------------------------------------------

Message: 1
Date: Wed, 7 Sep 2016 09:31:42 -0700
From: Claudia Villicana <cmontesano at berkeley.edu>
To: National Financial Wellness Listserv
	<natfinwellness at lists.osu.edu>
Subject: Re: [Natfinwellness] 'Disclaimer' Information for Coaching
	Appointments
Message-ID:
	<CAK-PEu=9OeERBDY2ESADx9uEw5Gw8H+sYaAuBj2uawJ=n6uf5g at mail.gmail.com>
Content-Type: text/plain; charset="utf-8"

Hi Rachel,

When students come in for appointments they complete an intake Google form before we meet with them to provide us with information about themselves and why they are visiting. At the end we have a disclaimer and a check box for them to acknowledge that they understand the disclaimer. Here is what the disclaimer says:

All information covered in this appointment is for informational & educational purposes only. It is not intended to be and does not constitute financial, investment, or legal advice. Any and all information shared during the appointment will remain confidential. Check the box below to acknowledge you have read and understand the above statement.

Before we had the intake form we just included the same disclaimer on the appointment form they take with them at the end of the appointment. We did not have them sign the form.

Let me know if you have any questions.

Thanks!

Claudia Villica?a
Financial Wellness and Outreach Manager
Financial Aid and Scholarships Office
University of California, Berkeley

On Tue, Sep 6, 2016 at 12:53 PM, Rachel McElaney <rmcelane at scad.edu> wrote:

> Would any schools be able to share any ?disclaimer? text they provide 
> to students during coaching appointments? Please include information 
> on when you provide this text to students ? prior to making their 
> appointment or during? And do you make students sign anything 
> acknowledging that the information they receive in coaching session is 
> just advice and the staff/student workers are not financial professionals?
>
>
>
> Thanks so much in advance for sharing!
>
>
>
> Best Regards,
>
> Rachel McElaney
>
> Student Financial Information Coordinator, Financial Wellness Program
>
> Savannah College of Art & Design
>
> P.O. Box 2701
> Savannah, GA  31402-2701
> www.scad.edu
>
> *SCAD: The University for Creative Careers?*
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